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Business budgeting software that provides a company with the financial and operational information it needs to make better decisions. Learn more about Adaptive Planning
Elevate your budgeting, planning, and modeling with enterprise planning software. Familiar Excel-like sheets streamline the planning process and allow you to drill down into cell values in order to extract and share strategic insights. Configurable options and the ability to create custom calculations within your model give you the flexibility to adapt as your business grows and changes. Workday Adaptive Planning is positioned as a Leader in Gartner's 2019 Magic Quadrant for Cloud FP&A Solutions Learn more about Adaptive Planning
Elevate your budgeting, planning, and modeling with enterprise planning software. Familiar Excel-like sheets streamline the planning process and allow you to drill down into cell values in order to ext...
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The #1 Accounting Software and Financial Management Solution. Built for Finance by Finance Learn more about Sage Intacct
Sage Intacct helps CFOs access integrated management and financial reports across their business entities in minutes not days to grow and drive their business. Sage Intacct is the AICPA preferred financial management product that allows your growing mid-sized business to go further, faster with the core financials you need to automate your most important processes, reduce your reliance on spreadsheets, and give you greater visibility into your business performance. Learn more about Sage Intacct
Sage Intacct helps CFOs access integrated management and financial reports across their business entities in minutes not days to grow and drive their business. Sage Intacct is the AICPA preferred fina...
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Mercur Business Control delivers seamless performance management insight. More time on driving performance, not collecting numbers Learn more about Mercur Business Control
Mercur Business Control helps companies manage their financial and operational performance through collaborative and intuitive solutions to address the complexities in planning, budgeting, forecasting, reporting and analytics. Mercur Business Control is used by 100's of companies around the world to save time in collecting and reporting 'the numbers' and more time on analysis and driving business performance Learn more about Mercur Business Control
Mercur Business Control helps companies manage their financial and operational performance through collaborative and intuitive solutions to address the complexities in planning, budgeting, forecasting,...
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Bizview

Bizview

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Bizview allows access to real-time data in ERP systems or other data sources and the ability to create reports without relying on IT. Learn more about Bizview
Bizview allows access to real-time data from your ERP system or any other data source and the ability to create your own reports without relying on IT. Handle everything from basic financial statements to multi-company reporting with operational consolidation and currency management. Bizview can also combine data from multiple sources, and its visualization tools allow you to create dashboards of your defined goals, enabling teams to see and understand your organizations performance. Learn more about Bizview
Bizview allows access to real-time data from your ERP system or any other data source and the ability to create your own reports without relying on IT. Handle everything from basic financial statements...
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Simplify, accelerate & integrate budgeting across your business with Jedox Enterprise Performance Management & BI software. Learn more about Jedox
With Jedox Enterprise Performance Management software you streamline budgeting, planning and forecasting across the organization. Boost data quality and analysis, slash budgeting cycles in half, and speed-up reporting with the modern, intuitive tool for finance, sales and other departments. A unique combination of flexible BI and planning capabilities, an Excel-optimized interface and a powerful modelling engine enable non-technical business users to build their own apps. Learn more about Jedox
With Jedox Enterprise Performance Management software you streamline budgeting, planning and forecasting across the organization. Boost data quality and analysis, slash budgeting cycles in half, and sp...
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Starting at $199/month, Budgyt is an affordable Business Budgeting and Reporting Software For Small To Midsize Companies And Nonprofits Learn more about Budgyt
Starting at $199/month, affordable Business Budgeting and Financial Reporting for Small to Midsize Companies and Nonprofits. Save 80% of the time and expense of building and managing multiple department or project budgets compared to spreadsheets. Budgyt is a highly adaptable cloud-based budgeting and reporting solution that is extremely user friendly for both financial and non-financial members of your team. Learn more about Budgyt
Starting at $199/month, affordable Business Budgeting and Financial Reporting for Small to Midsize Companies and Nonprofits. Save 80% of the time and expense of building and managing multiple departme...
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Integrate into one platform the management of processes such as: planning, budgeting, forecasting, monitoring, analysis and reporting. Learn more about Board
With Board, you can manage and control all Budgeting, Planning and Forecasting processes for any department in any industry: from goal-setting and decision-making to operational execution to results monitoring. Combined with BI and Predictive Analytics capabilities, Board's ease of use and flexibility empowers users in different functions to create analyses or planning and budgeting workflows quickly and easily, without any coding or the need to ask for help from the IT department. Learn more about Board
With Board, you can manage and control all Budgeting, Planning and Forecasting processes for any department in any industry: from goal-setting and decision-making to operational execution to results mo...
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A CPM platform that unifies and simplifies financial consolidation, planning, reporting, analytics and financial data quality. Learn more about OneStream XF
OneStream XF, is a unified CPM software platform, on-premise or in the cloud, for large enterprises that simplifies complex processes to deliver financial consolidation and reporting, planning and operational analytics. Guided Workflows simultaneously improve the quality and consistency of data while reducing risk throughout the entire financial consolidation, reporting and planning processes Extend the value of OneStream XF by deploying FREE additional solutions, templates or content. Learn more about OneStream XF
OneStream XF, is a unified CPM software platform, on-premise or in the cloud, for large enterprises that simplifies complex processes to deliver financial consolidation and reporting, planning and oper...
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Streamline your planning, budgeting, and forecasting with the leading planning application in the cloud. Learn more about Planful
Streamline planning, budgeting, and forecasting. With Structured Planning from Planful (formerly Host Analytics), Financial Planning and Analysis (FP&A) speeds up cycle times, department heads own their numbers, and everyone gains controlled insight into the health of your enterprise. Planful customers have reported these results: Reduce planning cycle times by 75%, Expand number of plan owners by 5X, Increase profitability by 45%. Learn more about Planful
Streamline planning, budgeting, and forecasting. With Structured Planning from Planful (formerly Host Analytics), Financial Planning and Analysis (FP&A) speeds up cycle times, department heads own thei...
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Questica Budget is a multi-user operating, salary, capital budgeting & performance software solution designed for the public sector. Learn more about Questica Budget
Questica is the recognized leader in budget preparation & management software for local & state governments, colleges, universities, K-12 schools, hospitals, healthcare facilities & non-profit organizations throughout North America. Questica Budget: multi-user operating, salary & capital budgeting & performance measures. ERP integrations. NEW: Updated Dashboards and Reporting l Advanced Calculation Engine l Questica Budget Book (CaseWare) l OpenBook: Capital Budgets I Financial Statements Learn more about Questica Budget
Questica is the recognized leader in budget preparation & management software for local & state governments, colleges, universities, K-12 schools, hospitals, healthcare facilities & non-profit organiza...
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Float is the visual, accurate and intuitive cash flow forecasting, budgeting and cash management add on for Xero, QBO and Free Agent. Learn more about Float Cash Flow Forecasting
Float is an award-winning cash flow forecasting, and cash management add-on for Xero, QuickBooks Online and FreeAgent. Update expected payment dates on bills and invoices, visualise cash flow on a daily, weekly and monthly basis, scenario plan at the click of a button and forecast up to 3 years into the future. Businesses - start your free trial today! Accountants and bookkeepers - join our partner program! Learn more about Float Cash Flow Forecasting
Float is an award-winning cash flow forecasting, and cash management add-on for Xero, QuickBooks Online and FreeAgent. Update expected payment dates on bills and invoices, visualise cash flow on a dail...
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The best cash flow app for QuickBooks Desktop & QuickBooks Online. See your cash balance now and far into the future Learn more about Cash Flow Frog
No more spreadsheets. Cash Flow Frog creates and updates cash flow forecasts automatically. Sleep better at night, knowing exactly how much cash your business will have in the future. Test how 'what if' scenarios affect future cash flow. Learn more about Cash Flow Frog
No more spreadsheets. Cash Flow Frog creates and updates cash flow forecasts automatically. Sleep better at night, knowing exactly how much cash your business will have in the future. Test how 'what...
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XLReporting is an online Platform to create reports, budgets and forecasts the way you want. Make decisions with confidence. Learn more about XLReporting
Admit: Budgeting is too complex for spreadsheets. Using spreadsheets for your budgeting takes you a lot of time. XLReporting has a built-in spreadsheet editor which is compatible with Excel. Re-use your existing spreadsheet models. Automate your budget process by connecting to your data sources and processing budget submissions by users. You can control the budget workflow, manage user permissions, and see the history of changes at all times. So you can focus on what really matters. Learn more about XLReporting
Admit: Budgeting is too complex for spreadsheets. Using spreadsheets for your budgeting takes you a lot of time. XLReporting has a built-in spreadsheet editor which is compatible with Excel. Re-use you...
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idu-Concept automates and streamlines the manual process of spreadsheet based budgeting, forecasting and reporting. Learn more about idu-Concept
Idu-Concept is a budgeting, forecasting, and reporting system for midsize to large businesses in a wide variety of industries such as manufacturing, education, financial services & others. In addition to these functions, the system also helps companies track spend, manage their assets and equipment, & more. idu-Concept can be deployed in the cloud and paid as a monthly subscription, or purchased outright and installed on a local server, based on the preference & needs of each business. Learn more about idu-Concept
Idu-Concept is a budgeting, forecasting, and reporting system for midsize to large businesses in a wide variety of industries such as manufacturing, education, financial services & others. In addition...
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DataRails is a spreadsheet management solution for financial organizations that is redefining how FP&A professionals work. Learn more about DataRails
DataRails' finance solution is revolutionizing FP&A. With DataRails' patented technology, consolidate and store all Excel based data on a cloud-based centralized database. Optimize Excel-based processes including budgeting, forecasting and planning through automation, all without changing the way you work. With all your spreadsheet based information gathered automatically and stored on a centralized database, access previously untapped data to gain a deeper understanding of your business. Learn more about DataRails
DataRails' finance solution is revolutionizing FP&A. With DataRails' patented technology, consolidate and store all Excel based data on a cloud-based centralized database. Optimize Excel-based processe...
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Tidemark works so you can eliminate surprises, mitigate risk, and anticipate where and when your business will need to pivot. Learn more about Tidemark
Tidemark works so you can eliminate surprises, mitigate risk, and anticipate where and when your business will need to pivot. A combination of modeling, analytics, workflow management, and scalable architecture enables you to make better decisions based on accurate insights. Learn more about Tidemark
Tidemark works so you can eliminate surprises, mitigate risk, and anticipate where and when your business will need to pivot. A combination of modeling, analytics, workflow management, and scalable arc...
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A unified platform with many applications EmployeeHub, Time, Absence, Compliance, Expense, Docket, Screening,Survey and ServiceDesk. Learn more about NeeyamoWorks
NeeyamoWorks, a global HR technology suite created to support your global workforce no matter its size, diversity, geographic presence or complexity. NeeyamoWorks is a future-ready, HR technology solution with an intuitive design providing a superior experience for your employees. Learn more about NeeyamoWorks
NeeyamoWorks, a global HR technology suite created to support your global workforce no matter its size, diversity, geographic presence or complexity. NeeyamoWorks is a future-ready, HR technology solut...
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Integrated business management solution that automates financial, customer relationship and supply chain processes.
Integrated business management solution that automates financial, customer relationship and supply chain processes.
Integrated business management solution that automates financial, customer relationship and supply chain processes....
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Beautiful cloud-hosted online accounting software for small business. Accessible anytime, anywhere. Take your free trial now!
Award-winning online accounting software designed for small business owners and accountants. Available on any computer or mobile device with an internet connection. Business finances and cashflow are updated in real time. Imports transactions from bank accounts. Unlimited user logins. Integrates with over 600 3rd-party business applications. Supports multiple currencies. Data is accessible through a single ledger, allowing accountants and clients to collaborate around finances.
Award-winning online accounting software designed for small business owners and accountants. Available on any computer or mobile device with an internet connection. Business finances and cashflow are u...
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QuickBooks is an end-to-end accounting software that can grow with your business.
QuickBooks Online Advanced is an end-to-end accounting software that can grow with your business. It provides all the tools your business needs to bill and receive payment. You can organize your books, scale your business, complete tasks that matter faster, and get the support you need. Power business growth with QuickBooks Online Advanced.
QuickBooks Online Advanced is an end-to-end accounting software that can grow with your business. It provides all the tools your business needs to bill and receive payment. You can organize your books,...
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Rental property and personal finances management solution with tenant information tracking, income management, and expense tracking.
Rental property and personal finances management solution with tenant information tracking, income management, and expense tracking.
Rental property and personal finances management solution with tenant information tracking, income management, and expense tracking....
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Sage 100cloud is an ERP platform for growing and medium-sized distributors and manufacturers.
With more than 30 years as a market-leader, Sage 100cloud is among the most stable and feature-rich business management solutions for mid-sized manufacturers, distributors, and service businesses today. Built for security and compliance, Sage 100cloud is a trusted solution for managing complexities associated with growth. Thanks to its business objects framework, Web APIs, and Office 365 connectivity, Sage 100cloud can be easily customized to meet the unique needs of businesses.
With more than 30 years as a market-leader, Sage 100cloud is among the most stable and feature-rich business management solutions for mid-sized manufacturers, distributors, and service businesses today...
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ERP solution that assists businesses with project management, order management, commodity tracking, supply chain planning, and more.
ERP solution that assists businesses with project management, order management, commodity tracking, supply chain planning, and more.
ERP solution that assists businesses with project management, order management, commodity tracking, supply chain planning, and more....
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Small Business cloud based accounting software to automate payroll, client management, tax and all your accounting needs.
MYOB Essentials is the fast and easy way to manage your cash flow and ATO compliance requirements. Includes time saving features to help take care of the day-to-day bookwork. Say goodbye to cashflow headaches. Accept credit card or BPAY payments from clients directly from an emailed invoice. Fast and easy tax updates ensure youre always up-to-date. Paying super and staying on top of ATO Single Touch Payroll requirements is a breeze.
MYOB Essentials is the fast and easy way to manage your cash flow and ATO compliance requirements. Includes time saving features to help take care of the day-to-day bookwork. Say goodbye to cashflow he...
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Performance management solution for mid and enterprise-sized organizations looking to streamline their budgeting and planning process.
Drive Innovation with CCH Tagetik Enable digital transformation and drive strategy with all your financial processes and data in a unified platform owned by Finance Companies trust CCH Tagetik Corporate Performance Management software to save time, lower costs and reduce risk. Get a faster close, more forward looking-planning and in-depth analytics by connecting data, processes and people with a single trusted source.
Drive Innovation with CCH Tagetik Enable digital transformation and drive strategy with all your financial processes and data in a unified platform owned by Finance Companies trust CCH Tagetik Corpora...
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Performance management solution for mid and enterprise-sized organizations looking to streamline their budgeting and planning process.
Drive Innovation with CCH Tagetik Enable digital transformation and drive strategy with all your financial processes and data in a unified platform owned by Finance Companies trust CCH Tagetik Corporate Performance Management software to save time, lower costs and reduce risk. Get a faster close, more forward looking-planning and in-depth analytics by connecting data, processes and people with a single trusted source.
Drive Innovation with CCH Tagetik Enable digital transformation and drive strategy with all your financial processes and data in a unified platform owned by Finance Companies trust CCH Tagetik Corpora...
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Solver provides a cloud-based solution that automates reporting and planning processes, and supports faster and better decisions.
Faster and better decision-making is the key driver of your organizations growth and success. With all your important financial and operational data easily accessible in a single solution, managers can quickly access the information they need to analyze past performances, and make better predictions about future results and opportunities. Solver empowers users with complete insight that drives intelligent decisions and delivers a competitive advantage.
Faster and better decision-making is the key driver of your organizations growth and success. With all your important financial and operational data easily accessible in a single solution, managers can...
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An integrated performance management suite that brings user friendly reporting, analytics, and planning to JD Edwards and Oracle ERPs.
Budgeting in real-time, Hubble is an integrated suite of performance management apps for JD Edwards and Oracle E-Business Suite. It offers reporting, analytics and planning in a single quick solution that fully understands your ERP. Hubble integrates your critical business systems so users at all levels have access to live data extraordinarily fast. With this type of visibility, everyone can easily understand, manage and predict the business.
Budgeting in real-time, Hubble is an integrated suite of performance management apps for JD Edwards and Oracle E-Business Suite. It offers reporting, analytics and planning in a single quick solution t...
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Fulfill the industry-specific needs of your business.
QuickBooks is the leading accounting software for small businesses.
QuickBooks is the leading accounting software for small businesses....
If your budgeting process is typically painful and resource intensive, maybe it is time to consider a new approach.
Prophix gives you control over your budget process by saving time and eliminating frustration. Whether your budgeting scenarios are simple, extremely complex, or somewhere in between, Prophix will help you improve efficiency, budget consistently and accurately, and leave you more time for meaningful analysis.
Prophix gives you control over your budget process by saving time and eliminating frustration. Whether your budgeting scenarios are simple, extremely complex, or somewhere in between, Prophix will help...
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Affordable, flexible and scalable budgeting & forecasting software. QuickBooks, Xero & Excel compatible. Free 30 Day Trial.
Starting at $99/mo, PlanGuru is designed for SMB's and their Advisors. PlanGuru's sophisticated methods allow you to budget and forecast for up to 10 years without having to create formulas. Plus you get cash flow projections, financial ratios and debt modeling tools to help you evaluate and improve your business performance. QuickBooks, QuickBooks Online, Xero & Excel compatible. Free 30 Day Trial.
Starting at $99/mo, PlanGuru is designed for SMB's and their Advisors. PlanGuru's sophisticated methods allow you to budget and forecast for up to 10 years without having to create formulas. Plus you g...
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Business management solution that helps organizations manage project planning, ensure profit margins, handle HR operations, and more.
Deltek Maconomy is suitable for a number of Professional Services industries, including tax/audit/accounting firms, marketing agencies, IT/management consulting, clinical research organizations, academic research and more. Maconomy streamlines business operations, eliminating the internal barriers by providing real-time access to all critical information. Using this reliable information, users can rest assured their decisions are based on fact, leading a more profitable, successful business.
Deltek Maconomy is suitable for a number of Professional Services industries, including tax/audit/accounting firms, marketing agencies, IT/management consulting, clinical research organizations, academ...
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Designed for volunteer run nonprofit treasurers, MoneyMinder helps you manage your books quickly and easily with no experience.
MoneyMinder is the leader in nonprofit treasurer software. Easily manage all of your finances with this cloud-based solution. Packed with powerful tools, it helps volunteer treasurers make the most of their time. Enter banking transactions, reconcile bank accounts, develop budgets, track members/volunteers/donors/etc., run reports, store documents, calculate 990EZ & 1099 totals, and connect to your bank & merchant service accounts. Make board transitions seamless and your books transparent.
MoneyMinder is the leader in nonprofit treasurer software. Easily manage all of your finances with this cloud-based solution. Packed with powerful tools, it helps volunteer treasurers make the most of ...
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Centage Planning Maestro is a budgeting & planning platform that transforms how SMBs budget, forecast and report.
Centage Planning Maestro is a cloud-native budgeting, planning, forecasting & analytics platform that delivers year-round financial intelligence. With a direct line-of-sight into the organizations financial health, Centage helps clients react quickly to market changes & capitalize on new opportunities.
Centage Planning Maestro is a cloud-native budgeting, planning, forecasting & analytics platform that delivers year-round financial intelligence. With a direct line-of-sight into the organizations fina...
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Budgeting S/W that is easy to use, saves time and cost-effective. Pre-built financial reporting. Integrations with Intacct and others.
MartusTools includes terrific budgeting and dashboard reporting that literally comes ready to use! Integrates with most accounting systems including Intacct, QuickBooks, Shelby, ACS, Financial Edge and many more. Start budgeting and reporting in Minutes not months!!
MartusTools includes terrific budgeting and dashboard reporting that literally comes ready to use! Integrates with most accounting systems including Intacct, QuickBooks, Shelby, ACS, Financial Edge and...
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Easy to use system for mid-sized organizations needing to engage & increase accountability with multiple non-financial budget managers.
Ideal for mid-sized organizations with decentralized or distributed budgeting. Designed to engage multiple (10+), non-financial end-users with an easy-to-use cloud-based, budgeting, forecasting and reporting solution. A perfect fit for finance teams who need to increase accountability, accuracy and align the budget to the strategic plan. Recognized highest in overall customer satisfaction, our powerful SaaS solution also ranked highest for ease of use, quick implementation and excellent support.
Ideal for mid-sized organizations with decentralized or distributed budgeting. Designed to engage multiple (10+), non-financial end-users with an easy-to-use cloud-based, budgeting, forecasting and rep...
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Accelerate your budgeting process and get direct ERP integrations with Limelight's FP&A software built for mid-sized companies.
Accelerate your budgeting process with our modern FP&A software. Limelight helps the office of finance in mid-sized companies automate their manual budgeting tasks. Seamlessly integrate with your ERP with Limelight to speed up data entry, collection and consolidation. Create a balance sheet and profit & loss statement faster than before with self-service reporting. Easily manage multiple ¿What If¿ scenarios and compare actuals to your budget.
Accelerate your budgeting process with our modern FP&A software. Limelight helps the office of finance in mid-sized companies automate their manual budgeting tasks. Seamlessly integrate with your ERP w...
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Manage payments and bank communications, financial risks, customer engagement and up-selling with treasury management software.
Manage payments and bank communications, financial risks, customer engagement and up-selling with treasury management software.
Manage payments and bank communications, financial risks, customer engagement and up-selling with treasury management software....
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A forecasting and budgeting product for chartered accountants, corporations & not for profits.
Forecast 5 removes all the errors and difficulties associated with Budgets in Excel It produces Cash flow and Funds Flow reports showing where the cash is Supporting multi division multi subsidiary it is a powerful solution to budget preparation and then supports entry of actuals month;y results create rolling forecast and variance reports.against the original budget and the rolling budget Build scenarios using what if and save different versions
Forecast 5 removes all the errors and difficulties associated with Budgets in Excel It produces Cash flow and Funds Flow reports showing where the cash is Supporting multi division multi subsidiary i...
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Vena automates your finance processes so that you can produce accurate budgets, faster.
Vena connects people, existing systems and data to enable finance-led business planning powered by reliable, instantaneous insights. Our Excel interface combines unmatched integrated planning capabilities with the worlds leading grid, allowing teams across the business to work together under a shared vision using a platform they already know.
Vena connects people, existing systems and data to enable finance-led business planning powered by reliable, instantaneous insights. Our Excel interface combines unmatched integrated planning capabilit...
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Software for capital investment analysis, financial modeling, and valuation. 1,700+ organizations in 54 countries use Invest for Excel®
Software for capital investment analysis, financial modeling, and valuation. Over 1,700 international customers use Invest for Excel. With Invest for Excel, you can focus on your business numbers, rather than layout and formulas. "It's like being halfway done before you even started." Invest for Excel is used for investment analysis, cash flow modeling, business valuation, investment feasibility studies, investment appraisals, and forecasting. Book a presentation and see it for yourself!
Software for capital investment analysis, financial modeling, and valuation. Over 1,700 international customers use Invest for Excel. With Invest for Excel, you can focus on your business numbers, rat...
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Comparable to Adaptive Planning at 15% of the price. Modern financial planning software that is Excel and Google Sheets friendly.
Best suited for companies with 25-500 employees, and revenue from $1m to $100M across all industries. Feature comparable to Adaptive Planning at 15% of the price. Onboard in days rather than months. OnPlan integrates with your key operational and financial data such as Quickbooks, Salesforce, Hubspot and more. Powerful what-if scenario planning and budget vs. actual (BVA) capabilities give you the flexibility to screen opportunities and threats as your business grows.
Best suited for companies with 25-500 employees, and revenue from $1m to $100M across all industries. Feature comparable to Adaptive Planning at 15% of the price. Onboard in days rather than months. On...
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Construction project budget management solution, for developers, owner's reps, etc.
Cloud-based, feature-rich application for tracking construction project budgets. budget4cast is an inexpensive budget management app for Owners and Project Managers who need a simple solution to managing project budgets. Our users, including developers, owners' reps, and others in construction, report a 60-70% reduction in time/effort in managing their project budgets, compared to wrangling complex spreadsheets.
Cloud-based, feature-rich application for tracking construction project budgets. budget4cast is an inexpensive budget management app for Owners and Project Managers who need a simple solution to managi...
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Web-based solution with cash management, liquidity planning, global payments, netting, risk and receivables management capabilities.
BELLIN, a Coupa company, is a global leader in treasury technology, providing innovative solutions for finance professionals and catering to a range of clients from large multinationals to SMEs. BELLINs cloud-based and nimble treasury management system: tm5, offers solutions that excel in everything from cash management to payments or multilateral netting.
BELLIN, a Coupa company, is a global leader in treasury technology, providing innovative solutions for finance professionals and catering to a range of clients from large multinationals to SMEs. BELLIN...
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  • General Ledger
  • Multi-Department/Project
See how eMoney can simplify your clients' financial lives, streamline the financial process, and maximize your value.
eMoney Advisor is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients' financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare clients for a secure financial future.
eMoney Advisor is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients' financia...
  • Balance Sheet
  • Consolidation/Roll-Up
  • Forecasting
  • General Ledger
  • Multi-Department/Project
Solution for risk-based cash flow forecasting. Using Monte Carlo simulation, make decisions with greater confidence and visibility.
RISKTURN is an innovative cloud solution for risk-based capital budgeting. It presents a simple and intuitive interface to build probabilistic business forecast in just 5 steps. The powerful model integrates financial and time variables of uncertainty in a cash flow forecast. Then, running a Monte Carlo simulation, it delivers a complete set of probabilistic financial indicators for single initiative or portfolio (e.g. probability to reach profitability target, VaR, CFaR, sensitivity...).
RISKTURN is an innovative cloud solution for risk-based capital budgeting. It presents a simple and intuitive interface to build probabilistic business forecast in just 5 steps. The powerful model inte...
  • Balance Sheet
  • Consolidation/Roll-Up
  • Forecasting
  • General Ledger
  • Multi-Department/Project
Finally! Enterprise-grade budgeting and forecasting software for small & medium businesses, at a price and setup time that makes sense.
Jirav is the next generation of business planning software. Our all-in-one Budgeting, Forecasting, Reporting, and Dashboarding solution offers faster implementation and a more intuitive interface at total cost that better meets the needs of businesses between 5 to 500 employees. Jirav offers the fastest time to value through native integrations that help to automatically connect in minutes to systems including NetSuite, Intacct, QuickBooks, and Xero so you can start planning right away.
Jirav is the next generation of business planning software. Our all-in-one Budgeting, Forecasting, Reporting, and Dashboarding solution offers faster implementation and a more intuitive interface at to...
  • Balance Sheet
  • Consolidation/Roll-Up
  • Forecasting
  • General Ledger
  • Multi-Department/Project
Empowers your organization to report, analyze, plan, and manage your data in real time. For companies $30M to over $300M in revenue.
Providing timely financial analysis and insight that drives profitability, FinPro's 100% Excel-based, real-time solution empowers business users with access to meaningful reporting to optimize business operations in a secure environment. You can mix and match information from various data sources, such as ERP, GL, CRM and SQL databases to create insightful dashboard for all levels of management. Perfect for companies $30M to over $300M in revenue.
Providing timely financial analysis and insight that drives profitability, FinPro's 100% Excel-based, real-time solution empowers business users with access to meaningful reporting to optimize busines...
  • Balance Sheet
  • Consolidation/Roll-Up
  • Forecasting
  • General Ledger
  • Multi-Department/Project
IBM Planning Analytics is your complete planning, budgeting, forecasting, analysis & scorecarding solution.
IBM Planning Analytics automates your essential planning, budgeting and forecasting processes. But it also provides self-service analytics for business users and flexible, multidimensional modeling for your finance team. Starting from a customizable planning workspace, IBM Planning Analytics discovers insights automatically directly from your data and empowers users with the speed, agility and foresight they need to deliver better business results.
IBM Planning Analytics automates your essential planning, budgeting and forecasting processes. But it also provides self-service analytics for business users and flexible, multidimensional modeling for...
  • Balance Sheet
  • Consolidation/Roll-Up
  • Forecasting
  • General Ledger
  • Multi-Department/Project
Unit4 prevero provides solutions for planning, budgeting, forecasting, data analysis, dashboarding and operational planning.
Working from one consistent platform, Unit4 prevero Planning, Budgeting, and Forecasting (PBF) solutions enable you to control all financial planning processes in a scalable and flexible way. Through automation and reliance on real-time data, prevero helps future-proof your numbers against the complexities of growth, expanding supply chains and dynamic markets. Archaic spreadsheets become a thing of the past as you transform your finance function with error-free, and automated processes.
Working from one consistent platform, Unit4 prevero Planning, Budgeting, and Forecasting (PBF) solutions enable you to control all financial planning processes in a scalable and flexible way. Through ...
  • Balance Sheet
  • Consolidation/Roll-Up
  • Forecasting
  • General Ledger
  • Multi-Department/Project

Business Budgeting Software Buyers Guide

What is budgeting software?

Budgeting software is a tool that businesses use to allocate, track, and manage annual budgets. Its purpose is to make the budgeting process accurate and agile, as well as reduce the turnaround time.

The tool makes it easy to analyze financial data and forecast expenses. It eliminates manual errors associated with spreadsheet-based budgeting such as miscalculations and incorrect data entry. It offers features such as cash management, forecasting, and “what-if” scenarios.

The benefits of budgeting software

Businesses can use this software to track and manage their finances based on their overall expenditure. Here are some of the benefits of budgeting software:

  • Plan for future changes: The software uses “what-if” scenarios to plan for future changes. The scenarios may include budget shortfalls, revenue fluctuations, price changes, and numerous potentially positive and negative scenarios. Analyzing these scenarios helps business understand the financial impact of each event.
  • Enhance transparency: Budgeting software ensures complete transparency into financial transactions and data. This is done using features such as real-time reports, audit trails, and visually descriptive graphs and charts. Some solutions offer a unified view of multiple projects and the related expenses, documents, images, and videos.
  • Adapt quickly by being agile: The software helps businesses stay agile despite economic fluctuations or market unsurety. Organizations can accommodate these changes and keep their budget plans updated using features such as rolling forecasts, which reforecasts the budget every month or quarter. These constant updates ensure that the forecasts are accurate and relevant.
  • Improve collaboration: Often, different people handle different parts of the budget. In such cases, budgeting software allows employees to collaborate on the exercise. It simplifies the budget approval process and improves communication across teams.

Typical features of budgeting software

  • Cash management: Collect and track your company’s cash flow.
  • What-if scenarios: Simulate potential financial outcomes and make requisite provisions for the future.
  • Forecasting: Use historical and current data to make predictions. Get a realistic idea of where the business is heading.
  • Multi-department/project collaboration: Manage your company’s financial needs and improve collaboration between multiple departments and projects on a single tool.
  • Profit and loss statements: Record your revenues, costs, and expenses over a certain period to gain a clear view of your company’s financial position.

Considerations when buying budgeting software

  • Review the user licenses: Most vendors clearly mention their product’s monthly or annual costs based on the number of users. Some on-premise solutions are sold at a one-time fee for a user license, while cloud solutions charge a per user monthly fee. However, both options could have extra costs such as for integration, data storage, and backup. Therefore, review the services, total costs, and frequency of payments.
  • Check for ease of use: A user-friendly interface is vital to simplifying your operations. The software should have an interactive and intuitive dashboard. An easy-to-use dashboard saves time and effort required to plan the budget. This is possible with features such as simple but effective charts and graphs that highlight various stats.
  • Make forecasting a core feature: The forecasting feature helps in estimating expenses, sales, and other variables that impact the cash flow. It can reduce operational expenses and capital expenditure as well as help companies foresee issues based on data. This capability is rooted in complex algorithms that allow planning for long-term success.
  • Assess the integration capabilities: The right budgeting software can help businesses import data from their systems such as HR, accounting, ERP, or the general ledger. Consolidating all this data in a single database allows the budgeting software to collect the latest, updated information. This improves budgeting accuracy and allows for greater collaboration among different teams or stakeholders.
  • AI may plan your budget now: Many businesses believe that artificial intelligence (AI) has great potential in preparing annual budgets. AI can provide real-time insights, make accurate forecasts, and suggest informed financial decisions. It can also spot anomalies and risks with its adaptive learning capability. AI algorithms self learn and can make your budget planning more efficient over time.
  • Predictive analytics for accurate expense forecasts: Accurately forecasting your expenses can be tricky if you use spreadsheets. Predictive analytics can play a key role in estimating expenses for the coming year. The feature uses historical data to compare cash flows and expense ratios more accurately. Also, it identifies the key drivers for late-payments and predicts the probability of such instances.